Accessing your 2025 1099-R form
Looking for your 1099-R form for tax purposes? You can access it by signing in to your retirement account and then selecting the 1099-R link from the main menu. From there you can view or print a copy. Hard copies of the form will be mailed by the end of January.
For Plan 3 and DCP customers, any 1099-R forms from your investment accounts will be sent separately. They will be mailed from State Street Bank and available through the record keeper website under “Tax Forms” in the “Statements and Documents” section. You can also access your investment account from your DRS online account by selecting either Plan 3 or DCP in your plan menu once you are logged in.
While you are logged into your account, be sure to add or update your mobile number for account security.
See the IRS 1099-R webpage for more information.
How to view your 1099-R
- From the DRS homepage, select the Member Login button in the top right.
- Log in to your online account.
- In the menu bar, select 1099R under your plan name.
- From here, you can view and print your 1099-R. You can also see forms from previous years.
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